linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Stephen Jones Douglass

Nisa Investment Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Stephen? Claim Your Profile

About Stephen Jones Douglass

Stephen Douglass is an investment advisor representative of Nisa Investment Advisors, LLC. Stephen has been working in the financial industry since March 2013 and has been registered with the state of Missouri as an Investment Advisor Representative since January 3, 2020. Stephen passed the Uniform Investment Adviser Law Examination (Series 65) on January 3, 2020, and the National Commodity Futures Examination (Series 3) on February 21, 2022. Stephen specializes in providing financial advice to corporations, insurance companies, charitable organizations, high-net-worth individuals, and state or municipal government entities. Nisa Investment Advisors, LLC offers a variety of financial planning services, including portfolio management for individuals, businesses, and pooled investment vehicles. The firm's regulatory assets under management total over $300 billion.

Firm Information

Stephen Douglass is currently registered with Nisa Investment Advisors, LLC. Nisa Investment Advisors, LLC is an investment advisor based in St. Louis, Missouri, with a focus on portfolio management for businesses, individuals, and pooled investment vehicles. They manage over $306 billion in assets for clients including pension and profit-sharing plans, corporations, state and municipal governments, insurance companies, and charitable organizations. Their expertise includes managing nuclear decommissioning trusts and VEBAs.
Nisa Investment Advisors, LLC

7676 FORSYTH BLVD SUITE 1100

ST. LOUIS, MO 63105-4141

$306.24B

Assets Under Management

Not reported

Total Clients

68

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

check

other

Other appropriate measure of program size

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Stephen Douglass’s Registration & Firm History

MO

01/03/2020 - Present

Nisa Investment Advisors, LLC (ST. LOUIS MO)

Not sure if Stephen Jones Douglass is right for you?

Licenses & Designations

IA

Issued 01/03/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/21/2022

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephen Jones Douglass.
Not sure if Stephen Jones Douglass is right for you?